W
Webster Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,339,391
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$556,565
About
The firm provides discretionary portfolio management and financial planning to individual and high‑net‑worth clients. Services include investment strategy and security selection, ongoing portfolio monitoring, and written or electronic financial plans that address retirement, insurance review, college savings, cash flow, employee benefits, estate planning and investment analysis.
The adviser combines technical, fundamental and cyclical analysis when constructing portfolios and may employ small‑ and mid‑cap exposures and active trading, which can result in higher portfolio turnover. Accounts are managed under a client‑specific investment policy statement with discretionary trading authority and the firm accepts reasonable client‑imposed investment restrictions.
Distinctively for an independent adviser, the firm’s principal maintains an executive role at a financial services company and also owns an affiliated business that provides group insurance and voluntary benefits services; the principal is licensed to sell life and health insurance and may receive commissions on insurance sales to clients, a disclosed conflict of interest. The firm manages roughly $3.34 million for a very small client base and does not produce separate written account reports, practices that differ from many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Life insurance needs analysis
Fee options
Financial planning fees range from $100 to $500, negotiable; $150/hour charged if planning service is terminated early.
$1 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% Above $3 Million+: 0.85%
Main office location
Webster Wealth Management
Kansas City MO, United States
Number of offices
1
Most active in
Webster Wealth Management has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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